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Algert Global’s JPMorgan Chase JPM Stock Holding History

Algert Global’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.3M Buy
41,913
+14,041
+50% +$4.26M 0.19% 154
2025
Q4 		$8.98M Buy
27,872
+3,754
+16% +$1.16M 0.14% 244
2025
Q3 		$7.61M Buy
24,118
+6,883
+40% +$2.05M 0.13% 270
2025
Q2 		$5M Sell
17,235
-650
-4% -$166K 0.1% 330
2025
Q1 		$4.39M Buy
17,885
+1,885
+12% +$481K 0.11% 319
2024
Q4 		$3.83M Buy
16,000
+1,690
+12% +$394K 0.09% 372
2024
Q3 		$3.02M Buy
+14,310
New +$3.01M 0.08% 430
2023
Q3 		– Sell
-12,061
Closed -$1.75M – 1180
2023
Q2 		$1.75M Buy
12,061
+8,200
+212% +$1.13M 0.08% 432
2023
Q1 		$503K Hold
3,861
– – 0.02% 819
2022
Q4 		$518K Buy
3,861
+553
+17% +$70.1K 0.03% 793
2022
Q3 		$346K Buy
+3,308
New +$380K 0.02% 912
2022
Q1 		– Sell
-1,641
Closed -$260K – 1249
2021
Q4 		$260K Buy
+1,641
New +$269K 0.03% 779
2021
Q3 		– Sell
-1,595
Closed -$248K – 1046
2021
Q2 		$248K Sell
1,595
-471
-23% -$74K 0.08% 322
2021
Q1 		$315K Buy
+2,066
New +$297K 0.1% 293

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Algert Global's JPM Position: Q1 2026 in Review

Algert Global increased its JPMorgan Chase (JPM) stake by 50% in Q1 2026, buying an estimated $4.26M and bringing the position to 41,913 shares worth $12.3M. The position accounts for 0.19% of the portfolio, ranked #154.

Algert Global first reported a position in JPM in Q1 2021 and has held it in 14 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Algert Global held 41,913 shares of JPMorgan Chase worth $12.3M as of Q1 2026.
  • Algert Global bought 14,041 JPMorgan Chase shares in Q1 2026, an estimated $4.26M.
  • JPMorgan Chase made up 0.19% of Algert Global's portfolio in Q1 2026, its #154 holding.
  • Algert Global first reported a position in JPMorgan Chase in Q1 2021 and has held it in 14 quarters since.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.